Benedict Johnson is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with GAP Financial Services, where he has worked since 2024. His prior experience includes roles at Morgan Stanley, First Command Financial Services, and USAA Financial Advisors. GAP Financial Services offers investment management, financial planning, and retirement plan consulting for individuals and plan sponsors. The firm employs primarily passive asset-allocation strategies supplemented by an active options-writing program and provides multiple planning delivery models, including fixed-fee and ongoing retainer arrangements.

Nicholas Carlin is a CFP® and ChFC® with 22 years of industry experience. He is the founder of Carlin Wealth Management Group, LLC, where he has worked since 2023, following an 18-year tenure at Ameriprise Financial Services, Inc. Outside of advising, Carlin is the president and CEO of Monaco Car Club, an exotic car share business, and serves as treasurer for the Down Syndrome Association of Central Texas as well as a board member for Parkside Mueller. Carlin Wealth Management Group, LLC serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and financial planning consulting, focusing on ETF and equity exposure using third-party model portfolios. The firm employs asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies, and utilizes borrowing and derivatives within separately managed accounts, practices that are uncommon among similar firms.

Christopher Vasquez is a financial advisor with Lucien Stirling & Gray Advisory Group Inc in Austin, TX. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. Vasquez has been with Lucien, Stirling & Gray since 2014, including a prior role at Lucien, Stirling & Gray Financial Corporation. Lucien, Stirling & Gray Advisory Group provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs mutual-fund-based asset allocation models with a focus on intermediate- to long-term buy-and-hold strategies and emphasizes selecting the least expensive mutual fund share classes available to clients.

Benjamin Yeung is a CFP® with three years of industry experience, currently serving as a financial advisor at Seaborn Financial, LLC. He previously worked at Fai Wealth Management and has been self-employed since 2009. Outside of advising, Yeung founded BZY, LLC, which provides STEM tutoring services to high school and college students. Seaborn Financial primarily serves individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm employs a largely passive investment approach using index mutual funds and ETFs, combined with comprehensive financial planning and pension consulting.

George Duff is a financial advisor with Grace Capital Management, LLC in Austin, TX, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has been with Grace Capital Management since 2009 and has prior experience with Triad Advisors, Inc., DAI Securities, LLC, and Concorde Investment Services. Outside of advisory work, he serves as a volunteer on the University of Texas Scholarship Finance Committees. Grace Capital Management provides advisory and planning services primarily to individual and high-net-worth clients, along with trusts, retirement plans, and other entities. The firm offers comprehensive portfolio management and financial consulting, employing a variety of investment strategies and tools, and is notable for sponsoring a wrap fee program and offering performance-based fees to qualified clients.

Mark Coffelt is an advisor at Empiric Advisors, Inc. in Austin, TX, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Texas Capital, Inc. since 2001 and First Austin Capital Management, Inc. since 1987. He is also president of Empiric Advisors, Inc., which manages the Empiric Core Equity Funds. Empiric Advisors provides discretionary portfolio management primarily through separately managed accounts, serving individual and high-net-worth clients with long-only equity strategies. The firm employs a proprietary, quantitatively driven investment process focused on Earnings Quality, Capital Efficiency, and Valuation metrics, investing mainly in U.S. equities across small-to-mid and large-cap segments.

Brinley Le Donne is a Certified Financial Planner® at Portfolio Management, LLC with seven years of industry experience. She has been with Portfolio Management, LLC since 2016. The firm provides discretionary investment management to individuals, trusts, retirement plans, and other institutions, offering custom portfolios and model portfolios while managing approximately $151.9 million across about 111 client relationships.

Rebecca Whites is a financial advisor at Real Wealth Planning with eight years of industry experience and a Series 66 designation. Her previous roles include positions at Dimensional Fund Advisors and Ark Wealth Management, LLC. She is also affiliated with The Well Community Church. Real Wealth Planning serves individuals, employer plan sponsors, nonprofit organizations, and business owners, focusing on comprehensive financial planning and integrated investment management. The firm employs a passive, systematic investment approach using index mutual funds and ETFs, and offers specialized services including employee benefit plan consulting and nonprofit advisory work.

Cary Laudadio is a CFP® with 26 years of industry experience, currently serving as an advisor at GoalFusion Wealth Management since 2020. Prior to this, he spent 15 years at Ameriprise Financial Services, Inc. in Austin, TX. GoalFusion Wealth Management provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm manages approximately $199 million across nearly 300 client relationships, employing a blend of fundamental, quantitative, and technical analysis alongside asset-allocation and rebalancing strategies.

Sharon Lear is a CFP® and holds a Series 65 license with 13 years of experience in the financial industry. She has been with Guideway Financial, LLC since 2013. She also provides advice on various insurance products, although she does not sell insurance. Guideway Financial is a fee-only firm serving individuals and families, including high-net-worth clients, offering comprehensive financial planning and portfolio management. The firm employs an evidence-based investment approach using diversified, low-cost funds and emphasizes client education through newsletters, seminars, and workshops.

Scott Nazarenus is a CFP® with 31 years of industry experience and is affiliated with Resource Consulting Group, Inc. in Austin, TX. His career includes roles at FSC Securities Corporation and Osaic Wealth, Inc. He serves as Chief Investment Officer for RCG Finish Well, LLC, a wealth management firm where he is a non-managing, minority member. Resource Consulting Group, Inc. provides fee-only financial planning and investment consulting to individuals, trusts, estates, and small businesses. The firm offers comprehensive and modular planning, qualified retirement plan consulting, and hourly consultations, using a holistic, values-based approach without managing client assets directly.

Morgen Rochard is a CFP® and CFA® with 11 years of industry experience, currently serving as an advisor at Origin Wealth Advisers. He has worked at Origin Wealth Advisers since 2014. Origin Wealth Advisers provides comprehensive financial planning and discretionary portfolio management for individuals and families, including high-net-worth and business-owner clients. The firm employs a strategic asset-allocation approach guided by individualized investment policies, integrating life-planning techniques with traditional financial analysis, and operates as a fee-only fiduciary.

Julia Hummel is a financial advisor at Capstar Financial Services LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial LLC, Sands Investment Group, and Keller Williams Realty. Capstar Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses. The firm employs a blend of modern portfolio theory and technical analysis, offering both long-term and short-term trading strategies and hosts periodic educational seminars and workshops for clients.

Lee Yeow David Teo is a financial advisor at Real Advisers LLC RIA Series with three years of industry experience. He holds a Series 65 designation and has worked at Analog Capital Partners LLC since 2021 and Merlion Investments, LLC since 2014. Outside of his advisory role, he owns a real estate investing company focused on single-family homes and participates as a limited partner in syndicated commercial real estate deals. Real Advisers LLC RIA Series provides discretionary portfolio management, financial planning, and educational services to individuals, small businesses, and pooled-vehicle investors. The firm specializes in real estate-focused investments using a long-only, value-oriented, bottom-up approach that combines fundamental and technical analysis.

Eswar Menon is a financial advisor at Empiric Institutional in Austin, TX, holding a Series 65 license with 18 years of industry experience. He worked at Harper Capital Management, LLC from 2018 to 2024 and was self-employed from 2016 to 2018. He serves as Trustee and Chairman of the Investment Committee for the San Jose Police & Fire Retirement Fund and advises India-based Sameeksha Capital in a research and recommendation capacity. Empiric Institutional provides discretionary portfolio management through separately managed accounts to individuals, high-net-worth individuals, and institutional clients. The firm employs proprietary, quantitatively driven equity strategies incorporating fundamental analysis, a QEV scoring process, and a qualitative overlay, typically managing concentrated portfolios with long expected holding periods.

Faith Vincent is a financial advisor at LBJ Family Wealth Advisors, Ltd. in Austin, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with LBJ Family Wealth Advisors and its predecessor firm since 2003. Vincent also serves as vice president of various investment and non-investment related limited partnerships and limited liability companies through management agreements. LBJ Family Wealth Advisors provides investment supervisory and asset-management services to high-net-worth families, individuals, trusts, charitable organizations, corporations, estates, and certain public entities. The firm develops personalized investment policies and target allocations, combining core market exposures with management of private equity, real estate, and alternative investments, while acting in uncommon roles such as general partner in limited partnerships.

Max Dean is a financial advisor with Dean Wealth Partners, LLC in Austin, TX, holding a Series 63 license and bringing 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years and has been with Dean Wealth Partners and Purshe Kaplan Sterling Investments since 2018. Dean also works as an insurance agent on a limited basis. Dean Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering comprehensive portfolio management and financial planning services. The firm uses proprietary asset allocation models that integrate quantitative, fundamental, technical, and Modern Portfolio Theory methods to tailor and monitor discretionary accounts.

Andrew Kerai is a CFA® charterholder with nine years of industry experience. He is currently with Bearing Financial Advisors, LLC and Capital Ideas, having previously worked at RiverNorth Capital Management, LLC. Outside of his advisory roles, Kerai is a managing partner at Alpha Capital Dallas LLC, a member of the Forbes Finance Council, and a CFA instructor. Bearing Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, family partnerships, trusts, and small-business retirement plans. The firm uses a multi-asset class approach that incorporates both fundamental and technical analysis, managing a range of factor-driven equity models and integrating tax-aware and active versus passive strategies.

William Sheldon Jr. is a financial advisor at MDRN Wealth LLC in Austin, TX. He holds Series 65 and Series 66 licenses and has professional experience at Mercer Advisors and Seneca Financial Advisors before founding MDRN Wealth. MDRN Wealth LLC is an independent registered investment adviser serving individuals and high-net-worth clients with portfolio management, financial planning, and estate-planning services. The firm integrates fintech solutions for held-away accounts and employs a diversified investment approach combining fundamental analysis, modern portfolio theory, and a range of instruments including derivatives and private placements.

Matthew Mccreary is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Darrow Wealth Management since 2022 and previously spent seven years at Dimensional Fund Advisors. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm manages roughly $392 million in discretionary assets using proprietary global asset allocation models and primarily invests in low-cost ETFs and select mutual funds, tailoring portfolios to clients’ risk profiles and objectives.